Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.4B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,349
New
Increased
Reduced
Closed

Top Buys

1
+$91.3M
2
+$64M
3
+$42.8M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$30.7M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$30.5M

Top Sells

1
+$19.2M
2
+$18.5M
3
+$15.4M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$15M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$14.5M

Sector Composition

1 Technology 10.25%
2 Consumer Discretionary 4.98%
3 Financials 4.67%
4 Healthcare 3.82%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.32M 0.03%
53,599
+1,225
552
$6.31M 0.03%
153,768
+98,274
553
$6.28M 0.03%
140,780
+1,239
554
$6.23M 0.03%
73,540
-20,313
555
$6.22M 0.03%
229,537
+15,862
556
$6.22M 0.03%
26,596
-6,830
557
$6.22M 0.03%
93,607
-1,084
558
$6.21M 0.03%
62,443
+427
559
$6.2M 0.03%
79,800
-63,467
560
$6.18M 0.03%
96,560
+777
561
$6.18M 0.03%
95,997
+43,458
562
$6.18M 0.03%
38,692
+693
563
$6.17M 0.03%
438,454
+2,636
564
$6.16M 0.03%
137,220
+1,473
565
$6.15M 0.03%
47,448
-446
566
$6.14M 0.03%
251,759
+36,606
567
$6.12M 0.03%
109,240
+16,932
568
$6.12M 0.03%
136,279
-8,980
569
$6.09M 0.03%
106,599
+5,090
570
$6.08M 0.03%
164,318
+3,884
571
$6.05M 0.03%
107,308
+11,472
572
$6.05M 0.03%
108,143
+16,382
573
$6.04M 0.03%
16,122
-2,347
574
$6.03M 0.03%
149,525
+22,500
575
$5.98M 0.03%
59,733
+34,595
21 22
23
24 25